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China’s Gas Growth Casts a Shadow over LNG Demand
Yahoo Finance· 2026-01-11 00:00
China is boosting domestic natural gas production, and it is doing it fast. A major LNG consumer—and importer—the country has been key in LNG demand forecasts. Now, these forecasts will need to be revised. Less than ten years ago, China was struggling to get its domestic gas production off the ground, especially in shale formations. China’s shale geology is different from the U.S. basins, and energy companies were finding it difficult to get commercial production going. Now, China’s state oil and gas majo ...
APA Corp (APA) Jumps 8.5% on LNG Demand Growth, Colder Season
Yahoo Finance· 2026-01-09 02:23
We recently published Wall Street Can’t Keep up With These 10 Stocks on Fire. APA Corporation (NASDAQ:APA)  was one of the top performers on Thursday. APA Corporation (NASDAQ:APA) grew its share prices by 8.47 percent on Thursday to close at $25.37 apiece as investors took heart from an investment firm’s bullish outlook for the overall liquefied natural gas (LNG) industry amid the rapidly growing demand for power. In a market report, Zacks Research said that investors seeking higher exposure in the ener ...
The UAE’s $150 Billion Gas Bet Could Upend Global LNG Markets
Yahoo Finance· 2026-01-07 20:00
A primary focus of the UAE’s soon-to-be gas surplus will be LNG, according to statements from participating firms. Unlike pipelined gas, LNG can be quickly bought in the market and then shipped expeditiously to wherever it is required, which has made it the world’s key emergency energy source since Russia invaded Ukraine on 24 February 2022. With either a supernatural degree of ‘good luck’ or very good advance information, China signed multiple long-term LNG contracts at preferential prices in the 12-month ...
非洲天然气产业重心正在南移
Zhong Guo Hua Gong Bao· 2026-01-07 03:16
市场人士介绍,撒哈拉以南LNG市场成型得益于资源禀赋与市场需求的共振,叠加政策优化、技术创 新及区域合作的推动。不过,部分地区局势动荡、基建薄弱等挑战仍存,但撒哈拉以南非洲天然气市场 成型的大趋势难以阻挡。 目前,撒哈拉以南非洲天然气市场正在成型。尼日利亚依托超200万亿立方英尺天然气储量推进"天然气 十年"计划,近18个月天然气项目最终投资决策签约金额超80亿美元,阿乔库塔—卡杜纳—卡诺天然气 管道等关键基建稳步推进,液化石油气(LPG)与压缩天然气(CNG)在交通、工业领域需求显著增长。塞 内加尔与毛里塔尼亚合作开发的跨境气田可采储量超15万亿立方英尺,2025年实现产气并出口LNG, 一期达产后年产能230万吨,二期规划产能250至300万吨,预计2028年开工。莫桑比克凭借超150万亿立 方英尺可采储量加速崛起,道达尔能源计划重启200亿美元大型LNG项目,印企合计持股40%并获得销 售权;Rovuma LNG项目规划年产能1800万吨,旗下科拉尔南浮式液化天然气生产储卸项目年产能340万 吨已实现全球供应。坦桑尼亚57万亿立方英尺天然气储量中近九成位于深水气田,壳牌与挪威国油推进 的420亿美元LN ...
10 Best Natural Gas Stocks to Buy Right Now
Insider Monkey· 2026-01-06 16:52
In this article, we are going to discuss the best natural gas stocks to buy right now.US natural gas futures surged by approximately 10% in 2025, driven by high energy demand from data centers and record LNG exports from the country. However, after hitting a near three-year high in early December, natural gas prices have since fallen by over 34% due to forecasts pointing to warmer temperatures and, hence, lower heating demand.In its Short-Term Energy Outlook report last month, the US Energy Information Admi ...
Why Natural Gas Prices Are Slipping Despite Strong LNG Demand
ZACKS· 2026-01-05 14:20
Core Insights - Natural gas prices began 2026 on a weaker note due to warmer weather forecasts, lower-than-expected storage withdrawals, and strong U.S. production, which pressured prices despite strong liquefied natural gas (LNG) demand [1][4][9] Industry Overview - Natural gas futures experienced a weekly loss as traders reassessed winter heating demand, with the benchmark U.S. contract settling at $3.618 per million British thermal units, down from an early spike above $4 [3] - Warmer-than-normal forecasts for mid-January reduced expected heating demand, while a storage withdrawal of 38 billion cubic feet was below expectations, indicating a looser supply-demand balance [3] - U.S. LNG exports remained near record highs, with average feedgas flows to major export terminals reaching new peaks in December, highlighting the growth in overseas demand for U.S. gas [4] Investment Focus - Investors are advised to monitor natural gas-focused stocks such as EQT Corporation, Expand Energy, and Coterra Energy, which are more aligned with long-term supply and demand dynamics rather than short-term weather fluctuations [2][6] - The near-term outlook for natural gas is expected to be influenced by updated weather forecasts and storage reports, with colder conditions potentially tightening supply balances [5] Company Highlights - **EQT Corporation**: The leading natural gas producer in the U.S., with over 90% of its production/sales being natural gas. EQT has consistently beaten earnings estimates, with a trailing four-quarter earnings surprise of approximately 16.7% [7][8] - **Expand Energy**: The largest natural gas producer in the U.S. post-merger, with significant assets in the Haynesville and Marcellus basins. The company is well-positioned to benefit from increasing demand driven by LNG exports and other trends, with a projected 317.7% year-over-year earnings per share surge for 2025 [10][11] - **Coterra Energy**: An independent upstream operator with over 60% of its production being natural gas. Coterra has a favorable expected earnings growth rate of 27.8% over the next three to five years, compared to the industry average of 17.2% [12][13]
AES Stock Rises 28.6% in 6 Months: What Should Investors Do?
ZACKS· 2026-01-05 13:30
Key Takeaways AES stock has surged 28.6% in six months, far outpacing the utility electric power industry's gains.AES is expanding renewables, storage and data center PPAs, to meet rising AI-driven power demand.AES' higher debt and low current ratio raise caution, even as earnings estimates show growth.The AES Corporation (AES) shares have gained 28.6% over the past six months compared with the Zacks Utility-Electric Power industry’s growth of 8.4%. The company is benefiting from its focus on expanding its ...
Wells Fargo Keeps Equal Weight on Venture Global (VG) Amid CP2 and Plaquemines Growth
Yahoo Finance· 2026-01-02 14:10
Venture Global, Inc. (NYSE:VG) ranks among the best stocks under $25 to buy now. Wells Fargo reduced its price target for Venture Global, Inc. (NYSE:VG) to $8 from $11 on December 15, maintaining an Equal Weight rating on the company’s shares. The firm identified operating expenses as a critical variable in its study, estimating cash operating expenses of $462 million in Q4 2025 and $2.0 billion in 2026. Photo by Kwon Junho on Unsplash Wells Fargo pointed out that these increases reflect Venture Global’ ...
Woodside Secures First Long-Term LNG Supply Deal With Turkey’s BOTAS
Yahoo Finance· 2025-12-29 00:47
Woodside Energy has finalized a long-term liquefied natural gas supply agreement with Turkey's state-owned pipeline operator BOTAS, converting a previously announced non-binding Heads of Agreement into a binding contract. Under the deal, Woodside will supply approximately 0.5 million tonnes per annum of LNG, equivalent to about 5.8 billion cubic meters of natural gas, over a period of up to nine years starting in 2030. The LNG volumes will be sourced primarily from Woodside’s under-construction Louisiana ...
Energy Transfer: The 8%-Yielding Dividend Stock to Own
Yahoo Finance· 2025-12-28 19:47
Core Viewpoint - Energy Transfer's stock has declined nearly 17% year to date, leading to a dividend yield of approximately 8%, raising concerns about a potential yield trap, though the outlook remains positive due to strategic project adjustments and growth potential [2][4][9]. Group 1: Company Performance - Energy Transfer has halted its Lake Charles LNG project, reallocating resources to the more promising Desert Southwest expansion plan [4]. - The company is focused on maintaining a net-debt-to-EBITDA ratio of 4-4.5 to align with peers and protect its investment-grade credit rating [5]. - The long-term financial outlook is expected to improve as new projects come online, enhancing free cash flow generation [5]. Group 2: Market Position and Opportunities - Energy Transfer is positioned to benefit from increasing demand for natural gas driven by data centers, particularly in Texas, where it operates as the largest intrastate pipeline operator [6][7]. - The Desert Southwest expansion is aimed at meeting additional customer demand, which may include data centers as a significant factor [6]. - The stock's current struggles may present a buying opportunity, with the sustainable 8% dividend yield and potential catalysts for long-term growth from new projects [9].